Burden Cost Ceilings Subtask

Use this subtask of the Manage Project Revenue Calculation Value History screen to view or modify audit table values of the ceilings on indirect cost that are used in the revenue computations for the project specified on the main screen.

This subtask is populated with information generated by the Compute Revenue process if you have run Compute Revenue for this project.

Note: Changes entered on this subtask will not have any effect on billings.

Contents

Field	Description
Fiscal Year	This field displays the Revenue Calc Fiscal Year from the main screen. For new records, enter, or click to select, the fiscal year to which the ceiling or override rate is applicable.

Details

Field	Description
Account	This field displays the account number to which the burden cost ceiling or override applies. For new records, enter, or click to select, an account number for which you want to enter a ceiling or override. This column can display any of the account numbers at any level (including summary levels) contained in the Account Group for the project, exclusive of the accounts that have a function code of Revenue, Billed, or Unbilled-General. If you do not select an account as part of the pool base on the Manage Cost Pools screen, Costpoint displays the following warning: "This account is not in the base of the pool specified." Burden cost ceilings can be imposed on an account at any level, including the summary level.
Account Name	This field displays the name of the account selected.
Pool	This field displays the pool number to which the ceiling or override applies. For new records, enter, or click to select, the pool number to which the ceiling or override is applicable. All pool numbers entered must have already been set up on the Manage Cost Pools screen for the appropriate fiscal year, with the allocation group number equal to 1.  If you did not set up the allocation group number and fiscal year/pool number, Costpoint displays the following warning: "The combination of Allocation Group No., Fiscal Year, and Pool Number must exist on the Manage Cost Pools screen."
Pool Name	This field displays the name of the pool selected.
Rate Ceiling	This field displays the ceiling or override value. You can modify this value, or enter a value in this field for new records. Ceilings can be positive or zero.
Cost of Money Ceiling	This field displays the cost of money (COM) ceiling or override value. You can modify this value, or enter a value in this field for new records. You can enter COM ceilings only if you selected the Apply Cost of Money Rates check box on the Modification Summary tab.
Ceiling Method	This field displays whether the rate entered is a ceiling, an override, or a fixed rate. For new records, select a code from the drop-down list: Ceiling: This code acts as a "not-to-exceed" rate. In revenue computations, it prevents revenue from being recognized on the burden above a specified rate. The indirect cost amount is not affected by the ceiling rate. In reports such as the Project Status Report, the actual or target burden still appears as though there was no ceiling. However, the revenue amount is reduced by the revenue lost from the burden over the ceiling. In billing computations, if the ceiling rate is lower than the provisional rate, the ceiling rate is used for burdening. Otherwise, the provisional rate is used. Override: This is an alternate rate used in recalculating target and provisional burden only. In revenue computations, an override rate is ignored for calculations involving actual rates. For revenue computations involving target rates, the incurred burden cost amount is replaced by the override rate amount. This burden amount can be seen on reports such as the Project Status Report. This burden override amount is then used in the revenue calculation. For billing computations, the burden override amount replaces the provisional rate amount on the bills. Fixed: This rate is similar to an override rate in that a specified rate is used on revenue and billing computations. The difference between the two is that fixed rates do not modify the burden amounts for cost computations like the override rates. You can use a specified burden rate for revenue computations without changing your costs. Fixed rates work the same way as override rates for billing computations. The Fixed rate is applied only when you are using target or provisional rates. This type of ceiling is often used when the rate for revenue and billing is lower than the target or provisional rate.
Apply to R/B/A	This field indicates whether the ceiling percent applies to the Revenue, Billing, or Both computations. For new records, use the drop-down list to select from the available codes: Revenue, Billing, All (both Revenue and Billings), or None (neither Revenue nor Billings). Any rows that display an Apply to R/B/A code are saved. Rows that have a 0.00 ceiling percent entered and no Apply to R/B/A code are not saved. To place a ceiling on a particular account, you must enter both the Rate Ceiling (and/or Cost of Money Ceiling) and the Apply to R/B/A code.